Installation Guide
How to install Record Validation
Update to the new RV Live
In RV release Spring '24 (3.107), Record Validation Live was redesigned to be more user-friendly, for a better user experience. To use the new RV Live, simply switch out the old Record Validation...
User acces via RV Permission Set
The easiest way to give your users access to Record Validation is with the RV Permission Set. The advantage of using the Permission Set is that it is updated automatically whenever new classes,...
User access options
There are several options for granting access to Record Validation to your users, each with their own advantages. The main distinction to make is between the Record Validation Permission Set, and...
How to uninstall Record Validation
We're sorry you are thinking about uninstalling Record Validation. If you have any feedback for our team, we would greatly appreciate it if you could let us know at [email protected]. Salesforce...
Step 2. Configure your Salesforce organization
To use Record Validation, you need to enable API access on your Salesforce account. Enable API access on a Salesforce account (in Salesforce Lightning) Enable API access on a Salesforce account (in...
Step 1. How to install Record Validation
Thank you for your interest in Record Validation! With Record Validation, you gain the ability to validate and format addresses, emails and phone numbers upon editing or inserting a record. Let's...